Will you leave the proceeds in cash/bonds long term?

No, this is admittedly one of the few times in my life where I am both readjusting my asset allocation and making a timing decision at the same time. I might extend the duration on some of those treasury ETFs out a few years to capitalize on appreciation with falling rates. Haven’t decided yet on that. I am anticipating serious macro events unwinding over the next year or so, and want to be ready to jump back in.


If there is a big correction do you think you will buy back in?

Yes, indeed. I won’t stay in a lot of cash or bonds long term. I will probably redeploy this cash into indexes when TSHTF. I'm just de-risking away from BRK a bit, due mainly to succesship concerns and size. Hope to get back to a 90/10 or 80/20 (combo Index & BRK) at some point IAW Buffett’s counsel for his wife and know-nothing investors like me.

Berkshire Hathaway FAQ

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